Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an assistant audit manager.

The Assistant Audit Manager assists the Manager with financial reporting of the company's finances daily/weekly/monthly or yearly. He/she is involved in the day-to-day running of the business while setting workable processes in place.

Other responsibilities include managing reports while ensuring they are accurate and prepared by the accepted accounting principles, Ensuring that every record is produced and maintained within the industry strategies policies regulatory guidelines and auditing standards, assists the auditor to make reports that are acknowledged by the ISO standards, preparing balance sheets in the interest of the organization, inspecting and correlating the overall audit report with the balance sheets provided and report it to the seniors for approval detect frauds and bring it to the notice of the senior auditors.

Employee Performance Goals Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Setting Goals: List specific goals in the space provided below each competency under "Performance Goals". Assign an appropriate timeline for each goal as well as numeric or financial terms to measure the goal.
  2. Employee Comments: The employee must comment next to each goal under "Employee Comments" with "Okay" for goals which he/she feels comfortable working with, and "Needs Clarification" for goals which he/she believes need to be discussed further. An employee who is comfortable with all the goals can sign the goals at this stage.
  3. Summary: Give a summary of the total time estimated for the employee to have achieved the goals. State action plans and specific milestones to track the goals. Any additional comments agreed between the employee and the supervisor should be noted here.
  4. Human Resources Review: Human resources personnel must confirm that the goals are specific, measurable, achievable, relevant, and time-bound. He/she must then sign the goals in the "Human Resource" section provided under "Signatures".
  5. Signatures: When discussion of the goals has been completed and consensus has been reached, sign the goals and let the employee sign too. Send the final copy to the human resources for inclusion in the employee's professional records.

Performance Goals for Next Period

Performance Goals

Employee Comments

PRESENTATION SKILLS:

To prepare and use visual aids more appropriately while making presentations.

Create a very lively persona always before, during and after delivering any presentation.

[employee comments goal]
CRITICAL THINKING:

Develop a strategic approach to solving problems and following through with the strategy to the end.

Show willingness to improve on critical thinking skill by learning new techniques.

[employee comments goal]
INNOVATION:

Accept and provide constructive feedback to other people and to take corrections easily.

Exercise great creativity and ingenuity when analyzing problems and coming up with solutions.

[employee comments goal]
DEDICATION TO WORK:

Choose to do your very best in the tasks given daily without fail

Become innovative always looking for better ways to solve everyday problems

[employee comments goal]
PERSONAL RELATIONSHIPS:

Always discuss a problem with the person involved instead of discussing it with other employees behind his/her back

Understand that every employee is unique in his/her own way and try to dwell on their positive qualities but not on the negative ones

[employee comments goal]
PROBLEM/SITUATION ANALYSIS:

Make a list of what needs to be done and when it needs to be done instead of just jumping in and hoping for the best

Talk with people who are experts in solving problems or those who are attached to the situation at hand and try to get a solution to the problem

[employee comments goal]
DEADLINES - ON TIME:

Make sure to do things early enough and refrain from blaming others when one is unable to meet deadlines

Take regular breaks between tasks in order to refresh own mind and get ready to handle the next task

[employee comments goal]
QUANTITY OF WORK:

Give oneself a deadline for open-ended projects or tasks in order to get focused and increase productivity

Use the provided procedures or guidelines to perform tasks in order to improve quality and productivity; avoid using inappropriate shortcuts

[employee comments goal]
KNOWLEDGE MANAGEMENT:

Show willingness to review new tasks for their knowledge requirements and understand when to seek new information and knowledge

Check the experience and knowledge of others before starting new tasks

[employee comments goal]
WRITING REPORTS AND PROPOSALS:

Acknowledge cited works and learn how to use the appropriate referencing styles

Integrate primary data and secondary sources accurately, persuasively, and logically when writing reports and proposals

[employee comments goal]

Summary

Sections 1-2: To be completed by the supervisor

Section 3: To be completed by the employee

1. Goals completed since last performance feedback

2. Goals for next period

3. Employee comments

Signatures

I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:

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